Joseph Pottackal

Focus Partners Wealth

Role: Associate Wealth Advisor at Focus Partners
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Associate Wealth Advisor
Focus Partners
Nov 2023 — Present · Wellesley, MA, US

Education

Stonehill College
Bachelors of Science in Business Administration, Accounting
2007 — 2011
Fordham University
Accounting Information Systems
2010 — 2010
Imperial College London
Business Administration
2009 — 2009

Contact information

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Work email
•••••@focuspartners.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Focus Partners

Financial Services · 1.8K employees · Clayton, Missouri, United States

Focus is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment adviser with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.

focuspartners.com

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Experience

Associate Wealth Advisor

Education

Stonehill College

Fordham University

Imperial College London

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